Family Wealth Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Family Wealth Partners’s Portfolio DFSU Stock Details DFSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$334K	Buy
2025 Q1	$278K	Buy
2024 Q4	$288K	Sell
2024 Q3	$289K	Buy
2024 Q2	$270K	Buy
2024 Q1	$230K	Buy
2023 Q4	$207K	Buy